EWM
GIS icon

Evermay Wealth Management’s General Mills GIS Stock Holding History

Evermay Wealth Management’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.7K Sell
1,309
-73
-5% -$3.17K 0.01% 323
2025
Q4 		$64.3K Hold
1,382
– – 0.01% 301
2025
Q3 		$69.7K Hold
1,382
– – 0.01% 299
2025
Q2 		$71.6K Sell
1,382
-406
-23% -$22.4K 0.01% 296
2025
Q1 		$107K Sell
1,788
-1
-0.1% -$60 0.01% 254
2024
Q4 		$114K Hold
1,789
– – 0.02% 243
2024
Q3 		$132K Sell
1,789
-56
-3% -$3.88K 0.02% 239
2024
Q2 		$117K Sell
1,845
-15
-0.8% -$1.03K 0.02% 252
2024
Q1 		$130K Sell
1,860
-6
-0.3% -$391 0.02% 245
2023
Q4 		$122K Sell
1,866
-809
-30% -$52.2K 0.02% 225
2023
Q3 		$171K Hold
2,675
– – 0.04% 179
2023
Q2 		$205K Hold
2,675
– – 0.04% 172
2023
Q1 		$229K Hold
2,675
– – 0.05% 159
2022
Q4 		$224K Hold
2,675
– – 0.05% 159
2022
Q3 		$205K Hold
2,675
– – 0.04% 157
2022
Q2 		$202K Hold
2,675
– – 0.04% 158
2022
Q1 		$181K Sell
2,675
-2,000
-43% -$134K 0.03% 200
2021
Q4 		$315K Sell
4,675
-1,240
-21% -$78.8K 0.06% 134
2021
Q3 		$354K Sell
5,915
-600
-9% -$35.5K 0.07% 116
2021
Q2 		$397K Sell
6,515
-83
-1% -$5.13K 0.07% 113
2021
Q1 		$405K Sell
6,598
-66
-1% -$3.81K 0.08% 111
2020
Q4 		$392K Hold
6,664
– – 0.09% 109
2020
Q3 		$411K Sell
6,664
-68
-1% -$4.25K 0.1% 97
2020
Q2 		$415K Buy
6,732
+600
+10% +$36.2K 0.11% 87
2020
Q1 		$324K Hold
6,132
– – 0.1% 96
2019
Q4 		$328K Buy
6,132
+815
+15% +$42.9K 0.08% 117
2019
Q3 		$293K Buy
5,317
+1,150
+28% +$62K 0.08% 119
2019
Q2 		$219K Sell
4,167
-333
-7% -$17.2K 0.06% 138
2019
Q1 		$233K Sell
4,500
-965
-18% -$43.7K 0.07% 135
2018
Q4 		$213K Sell
5,465
-303
-5% -$12.8K 0.07% 124
2018
Q3 		$248K Sell
5,768
-480
-8% -$21.7K 0.08% 121
2018
Q2 		$277K Buy
6,248
+683
+12% +$29.9K 0.09% 109
2018
Q1 		$251K Sell
5,565
-1,530
-22% -$83K 0.09% 113
2017
Q4 		$421K Buy
7,095
+376
+6% +$20.3K 0.15% 74
2017
Q3 		$348K Hold
6,719
– – 0.15% 56
2017
Q2 		$372K Hold
6,719
– – 0.16% 51
2017
Q1 		$396K Buy
6,719
+1,155
+21% +$70.6K 0.18% 49
2016
Q4 		$344K Hold
5,564
– – 0.17% 48
2016
Q3 		$355K Hold
5,564
– – 0.18% 45
2016
Q2 		$397K Hold
5,564
– – 0.21% 44
2016
Q1 		$352K Sell
5,564
-500
-8% -$29.1K 0.2% 46
2015
Q4 		$350K Sell
6,064
-1,700
-22% -$97.8K 0.21% 43
2015
Q3 		$436K Hold
7,764
– – 0.26% 36
2015
Q2 		$433K Sell
7,764
-566
-7% -$31.7K 0.26% 36
2015
Q1 		$471K Sell
8,330
-820
-9% -$43.7K 0.28% 38
2014
Q4 		$488K Sell
9,150
-868
-9% -$44.9K 0.32% 39
2014
Q3 		$505K Sell
10,018
-169
-2% -$8.86K 0.43% 35
2014
Q2 		$535K Buy
10,187
+5,017
+97% +$268K 0.46% 30
2014
Q1 		$268K Buy
+5,170
New +$256K 0.29% 56

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evermay Wealth Management's GIS Position: Q1 2026 in Review

Evermay Wealth Management reduced its General Mills (GIS) stake by 5.3% in Q1 2026, selling an estimated $3.17K and leaving 1,309 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #323.

Evermay Wealth Management first reported a position in GIS in Q1 2014 and has held it in 49 quarters since. The position peaked at $535K in Q2 2014. 1,304 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Evermay Wealth Management held 1,309 shares of General Mills worth $48.7K as of Q1 2026.
  • Evermay Wealth Management sold 73 General Mills shares in Q1 2026, an estimated $3.17K.
  • General Mills made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #323 holding.
  • Evermay Wealth Management first reported a position in General Mills in Q1 2014 and has held it in 49 quarters since.
  • Evermay Wealth Management's General Mills position peaked at $535K in Q2 2014.
  • 1,304 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.